See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,822 | $78,419+20.9% | $133,956-29.2% | $73,409+29.2% |
| Participation rate | 95.0% | 78.6%+16.4pp | 79.8%+15.1pp | 72.2%+22.8pp |
| Annual return | 13.06% | 33.35%-20.3pp | 45.09%-32.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $4,954 | $2,044+142.4% | $3,919+26.4% | $2,234+121.8% |
| Participant deferral / active EE | $5,001 | $3,925+27.4% | $5,048-0.9% | $3,805+31.4% |
| Admin fee / account holder | $3 | $161-97.8% | $8,927-100.0% | $158-97.8% |